System and method for user role based product license generation
A system and method for user role based product license generation is presented. An installer uses a license generator to analyze role keys that it receives from the installer and associates a user role to the role key, such as “developer” or “production.” The license generator identifies the user role and retrieves a corresponding license template, such as a “developer” template. The installer provides user information to the license generator, and the license generator customizes the license template using the user information. In addition, the license generator may inhibit particular software features based upon the identified user role.
1. Technical Field
The present invention relates in general to a system and method for user role based product license generation.
More particularly, the present invention relates to a system and method for generating a customized license agreement for a software package offering based upon a user role.
2. Description of the Related Art
Software companies design software package offerings that are distributed to a wide variety of customers. For example, a software company may provide a software package offering to an external customer, and may also provide the same software package offering to an internal customer, such as a different department within the same company.
Although the technology package delivered to each customer may be the same in each case, the legal terms and conditions for using the software package offering may be different for external customers as opposed to internal customers.
In addition, a software product may be capable of supporting many different operational environments, and may also enable or disable particular features based upon the operational environment. For example, one customer may use a software product in a “development” environment while another customer may use the same software product in a “production” environment. In this example, a software product's “development” features may be disabled when the software product is used in a “production” environment.
A challenge found with using a software product in different environments, however is that a software company is typically required to create multiple software package offerings that include the same software product, but each software package offering includes different legal terms and conditions for different customers and different environments. For example, a software product that is intended for a developer environment includes, in its software package offering, a license agreement that incorporates legal terms and conditions that are based upon the use of the software product in a development environment. These legal terms and conditions may not be applicable to a customer that uses the same software product in a production environment.
What is needed, therefore, is a system and method for creating a customized license agreement for a software product based upon the software product's operational environment.
SUMMARYIt has been discovered that the aforementioned challenges are resolved using a system and method for generating a customized license for a software package offering whereby the customized license is based upon a user role. A license generator analyzes role keys that it receives from an installer and associates a user role to the role key, such as “developer” or “production.” Once the license generator identifies a user role, the license generator retrieves a corresponding license template (e.g., a developer template) and customizes the license template based upon user information it receives from the installer.
In addition, the license generator may provide parameters to a software product that limit software features that are based upon an identified user role. For example, “developer” features may be inhibited for “production” user role installations.
A software installer, such as a system administrator, wishes to load a package offering on a computer system.
The installer provides a role key to a license generator that corresponds to the package offering. The license generator analyzes the role key and identifies a corresponding user role using one of many common approaches. In one embodiment, one group of role keys may correspond to a “developer” role (e.g., 0000-2222), while another group of role keys may correspond to a “production” role (e.g., 3333-8888).
Once the license generator identifies the user role, the license generator retrieves a template that is associated with the user role. For example, if the user role is “developer,” the associated template may include terms and conditions that are associated with developer-type enabled features. In addition, the license generator identifies user information that the retrieved template requires, such as a user name and department number, and sends a request to the installer to provide the user information. The installer responds by sending the user information to the license generator and, in turn, the license generator includes the user information in the license template and generates a customized license.
During installation, the package offering installs its software application, and uses the customized license as a corresponding license agreement. In one embodiment, the license generator may link the customized license to the installed software such that a user may view the customized license while using the installed software. In another embodiment, the license generator may override the software's standard license, such as a license.txt file, with the customized license in order for a user to view the customized license while using the installed software.
The foregoing is a summary and thus contains, by necessity, simplifications, generalizations, and omissions of detail; consequently, those skilled in the art will appreciate that the summary is illustrative only and is not intended to be in any way limiting. Other aspects, inventive features, and advantages of the present invention, as defined solely by the claims, will become apparent in the non-limiting detailed description set forth below.
BRIEF DESCRIPTION OF THE DRAWINGSThe present invention may be better understood, and its numerous objects, features, and advantages made apparent to those skilled in the art by referencing the accompanying drawings.
The following is intended to provide a detailed description of an example of the invention and should not be taken to be limiting of the invention itself. Rather, any number of variations may fall within the scope of the invention, which is defined in the claims following the description.
Installer 100 wishes to load package offering 110 on a computer system. Package offering 110 includes license generator 130, which creates a customized license using a license template that is included in user role license templates 150. User role license templates 150 may include individual templates that correspond to valid user roles, such as a “production template” and a “developer template.”
Installer 100 provides role key 120 to license generator 130, whereby role key 120 corresponds to a particular user role. License generator 130 analyzes role key 120 and identifies a corresponding user role. License generator 130 may identify the corresponding user role using many common approaches. In one embodiment, one group of role keys may correspond to a developer role (e.g. 0000-2222), while another group of role keys may correspond to a production role (e.g. 3333-8888).
Once license generator 130 identifies a user role, license generator 130 retrieves a corresponding template, such as template 140 from user role license templates 150. License generator 130 identifies user information that is required in order to customize template 140, and sends information request 155 to installer 100. For example, information request 155 may include a request for the user's name and department number. Installer 100 responds by sending the user information (e.g., user information 160) to license generator 130.
License generator 130 incorporates user information 160 into template 140, and creates customized license 170, which is stored in valid license store 180. During installation, package offering 110 installs its software application, and uses customized license 170 as a corresponding license agreement. In one embodiment, license generator 130 may link customized license 170 to the installed software, whereas in another embodiment license generator 130 may override the software's standard license with customized license 170. In yet another embodiment, package offering 110 may limit features based upon the identified user role. For example, if the user role is identified as “production,” package offering 110 may inhibit particular developmental features when the software package is installed. Valid license store 180 may be stored on a nonvolatile storage area, such as a computer hard drive.
When a company distributes bundled package offerings, the company may wish to have one bundled customized license agreement for a user to agree instead of individual license agreements for each individual package offering. In addition, when a customer requests to purchase only some of the software packages that are included in a bundled offering, the company may not wish to create a bundled offering that is specialized to the customer's requirements. In these situations, license generator 130 uses installation parameters that it receives from installer 100 in order to determine which license sections to include in a customized bundled license so the company may use a single bundled package offering to support a variety of customer requirements.
License generator 130 receives installation key 205 from installer 100. Installation key 205 includes installation parameters that may identify a user role (e.g., developer or production), an installation type (e.g., OEM or standard), particular package offerings, or other installation parameters. License generator 130 matches the installation parameters with section attributes that are associated with the license sections in order to determine which license sections to include in a customized bundled license (see
License generator 130 uses license section A 220 and license section B 225 to generate customized bundled license 270 and store customized bundled license 270 in bundled license store 280. Depending upon the type of installation, license generator 130 may receive user information 225 from installer 100, and include user information 225 in customized bundled license 270. For example, user information may be included during a standard installation but may not be included during an OEM installation. Bundled license store 280 may be stored on a nonvolatile storage area, such as a computer hard drive.
In one embodiment, when bundled offering 200 initiates a silent installation for package offering X 240 and package offering Y 250, license generator 130 may pass parameters 230 to each of the individual package offerings.
Parameters 230 include a link to customized bundled license 270 as well as configuration parameters. A software package offering may use the configuration parameters to enable or disable particular features. In this embodiment, the individual package offerings are enabled to receive parameters 230. In another embodiment, during the silent installation, bundled offering 200 may allow each individual package offering to install as usual, and then override each individual package offering's license agreement (e.g., license.txt file) with customized bundled license 270 (see
User role processing commences at 300, whereupon processing receives an installation request from installer 100 at step 305. Installer 100 is the same as that shown in
Processing receives the role key at step 320, whereupon processing uses the role key to identify a user role and generate a customized license based upon the user role (pre-defined process block 330, see
Processing displays the generated customized license to installer 100 at step 335. Installer 100 reviews the customized license, and provides a response, which processing receives at step 340. A determination is made as to whether installer 100 agreed to the terms and conditions that are included in the customized license (decision 350). If installer 100 does not agree to the terms and conditions that are included in the customized license, decision 350 branches to “No” branch 352 whereupon processing ends at 355 and the software offering is not installed.
On the other hand, if installer 100 does agree to the terms and conditions that are included in the customized software license, decision 350 branches to “Yes” branch 358 whereupon processing stores the customized license in valid license store 180 (step 360). Valid license store 180 is the same as that shown in
Processing installs the software package offering at step 370. In one embodiment, during the installation process, processing may pass parameters to the software package offering that correspond to the user role. In this embodiment, the software offering may limit particular features of the software program. For example, if the user role is “production,” the software offering may disable development type features of the software program when the software program is installed. Processing ends at 380.
The installer may be the user, or the installer may install the software program for other users. For example, a system administrator may install a software package offering for each user that belongs to a particular department. In this example, some users may be “developers,” while other users may be “production” users.
Processing commences at 400, whereupon processing identifies a user role based upon a role key that the installer provided (step 410). The user role may be identified using many common approaches. In one embodiment, one group of role keys may correspond to a developer role (e.g. 0000-2222), while another group of role keys may correspond to a production role (e.g. 3333-8888).
At step 420, processing retrieves a license template that corresponds to the identified user role from user role license templates 150. For example, if the identified user role is “developer,” then processing retrieves a “developer” template from user role license templates store 150 whereby the developer template includes terms and conditions that are based upon a user executing the corresponding software package offering as a developer.
User role license templates 150 is the same as that shown in
Processing identifies required user information based upon the retrieved license template at step 430. For example, if the template is a “production” template, the template may require user information that corresponds to the user's production environment. At step 440, processing requests user information from installer 100 and, at step 450, processing receives the user information from installer 100. Installer 100 is the same as that shown in
Using the received user information and the retrieved license template, processing generates a customized license at step 460. The customized license may be particular to a particular user, or the custom license may be particular to a particular group or department. For example, installer 100 may install a software offering for production users whereby the production users are included in a group. In this example, processing generates a customized license whereby a group license is stored on each of the group's user's computer systems (see
Processing commences at 500, whereupon processing receives an installation request from installer 100 at step 505. Installer 100 is the same as that shown in
At step 525, processing identifies which license sections to include in a customized license based upon the installation key's installation parameters. For example, the installation key may correspond to installing package “X” in a standard, production environment. In this example, processing identifies licensing sections that correspond to package “X”, a standard installation, or a production environment (see
Processing retrieves a first section from bundled license sections 210 at step 530. Using the example described above, processing may retrieve “Section A,” which has attributes that correspond to package “x.” Bundled license templates 210 are the same as that shown in
A determination is made, based upon the installation key, as to whether there are more sections to include in the customized license agreement (decision 550). If there are more software sections to include, decision 550 branches to “Yes” branch 552, which loops back to retrieve (step 555) and add the next license section to the customized bundled license. This looping continues until there are no more license sections to add to the customized bundled license, at which point decision 550 branches to “No” branch 558.
Processing generates a bundled license agreement using the license sections that are located in temporary store 545, and presents the customized bundled license agreement to installer 100 at step 560. In one embodiment, processing receives user information, such as a user name and department number, and includes the user information in the customized bundled license.
A determination is made as to whether installer 100 agrees to the terms and conditions that are presented in the customized license agreement (decision 570). If the user does not agree to the terms and conditions, decision 570 branches to “No” branch 572 whereupon processing does not install the software offerings and processing ends at 575. On the other hand, if installer 100 agrees to the terms and conditions, decision 570 branches to “Yes” branch 578 whereupon processing installs the software offerings that correspond to the installation key (pre-defined process block 580, see
Bundled package offering installation commences at 600, whereupon processing retrieves a generated customized bundled license from temporary store 545 and stores the customized bundled license in bundled license store 270 (step 610). The customized bundled license was generated using license templates that correspond to software package offerings to be installed (see
At step 615, processing identifies packages to install based upon an installation key that was received from an installer (see
Processing selects a first package to install from bundled offering 200 based upon the installation key (step 620). At step 625, processing initiates a silent installation for the selected package. A silent installation installs the selected package without human intervention so that an installer is freed from the task of monitoring the installation and providing input to dialog boxes.
In one embodiment during the silent installation, processing provides parameters to the selected package (step 630), whereby the parameters include a link to the generated bundled customized license, as well as user role parameters. In this embodiment, the software package is enabled to receive the parameters. In another embodiment, processing may allow the selected package to install as usual, and then override the selected packages license agreement (e.g., license.txt file) with the bundled customized license.
At step 640, processing installs the selected package. A determination is made as to whether there are more individual package offerings to install in bundled offering 200 (decision 650). If there are more individual package offerings to install, decision 650 branches to “Yes” branch 652, which loops back to select (step 655) and process the next software package. This looping continues until there are no more software packages to install, at which point decision 650 branches to “No” branch 658 whereupon processing returns at 660.
Bundled license sections 210 include section A 220, section B 225, section C 740, section D 750, section E 760, and section F 770, and also includes their respective section attributes, which are attributes A 720, attributes B 730, attributes C 745, attributes D 755, attributes E 765, and attributes F 775. Section A 220 and section B 225 are the same as that shown in
Each license section may include terms and conditions that are relative to a particular topic. For example, section D 750 may include terms and conditions relative to a software package being used in a “developer” user role and, therefore, a license generator includes section D 750 in a customized bundled license each time that an installer provides a “developer” installation parameter.
Table 800 includes seven columns, which are dependent upon the requirements of a particular application. The example shown in
Column 810 corresponds to a standard installation type. When a license generator receives installation parameters from an installer that include an standard installation type, the license generator identifies that attributes A and attributes B correspond to an OEM installation type and thus, the license generator retrieves license sections A and B to include in a customized bundled license.
Column 815 corresponds to a developer user role. When a license generator receives installation parameters from an installer that include a developer user role, the license generator identifies that attributes A, C and E correspond to a developer user role and thus, the license generator retrieves license sections A, C, and E to include in a customized bundled license.
Column 820 corresponds to a production user role. When a license generator receives installation parameters from an installer that include a production user role, the license generator identifies that B corresponds to a production user role and thus, the license generator retrieves license B to include in a customized bundled license.
Column 825 corresponds to a software package “X.” When a license generator receives installation parameters from an installer that correspond to software package X identifier, the license generator identifies that attribute A corresponds to software package X and thus, the license generator retrieves license section A to include in a customized bundled license.
Column 830 corresponds to a software package “Y.” When a license generator receives installation parameters from an installer that correspond to software package Y, the license generator identifies that attribute B corresponds to software package Y and thus, the license generator retrieves license section B to include in a customized bundled license.
Column 835 corresponds to a software package “Z.” When a license generator receives installation parameters from an installer that correspond to software package Z, the license generator identifies that attributes C and F correspond to software package Z and thus, the license generator retrieves license sections C and F to include in a customized bundled license.
The license generator may also receive multiple installation parameters, whereby the license generator identifies which attributes correspond to one or more of the installation parameters. For example, when a license generator receives installation parameters that include an OEM installation type, a production user role, and package Z, Table 800 shows that attributes A, B, C, D, and F correspond to one or more of the installation parameters and thus, the license generator retrieves license sections A, B, C, D, and F to include in a customized license.
PCI bus 914 provides an interface for a variety of devices that are shared by host processor(s) 900 and Service Processor 916 including, for example, flash memory 918. PCI-to-ISA bridge 935 provides bus control to handle transfers between PCI bus 914 and ISA bus 940, universal serial bus (USB) functionality 945, power management functionality 955, and can include other functional elements not shown, such as a real-time clock (RTC), DMA control, interrupt support, and system management bus support. Nonvolatile RAM 920 is attached to ISA Bus 940. Service Processor 916 includes JTAG and I2C busses 922 for communication with processor(s) 900 during initialization steps. JTAG/I2C busses 922 are also coupled to L2 cache 904, Host-to-PCI bridge 906, and main memory 908 providing a communications path between the processor, the Service Processor, the L2 cache, the Host-to-PCI bridge, and the main memory. Service Processor 916 also has access to system power resources for powering down information handling device 901.
Peripheral devices and input/output (I/O) devices can be attached to various interfaces (e.g., parallel interface 962, serial interface 964, keyboard interface 968, and mouse interface 970 coupled to ISA bus 940. Alternatively, many I/O devices can be accommodated by a super I/O controller (not shown) attached to ISA bus 940.
In order to attach computer system 901 to another computer system to copy files over a network, LAN card 930 is coupled to PCI bus 910. Similarly, to connect computer system 901 to an ISP to connect to the Internet using a telephone line connection, modem 975 is connected to serial port 964 and PCI-to-ISA Bridge 935.
While the computer system described in
One of the preferred implementations of the invention is a client application, namely, a set of instructions (program code) in a code module that may, for example, be resident in the random access memory of the computer. Until required by the computer, the set of instructions may be stored in another computer memory, for example, in a hard disk drive, or in a removable memory such as an optical disk (for eventual use in a CD ROM) or floppy disk (for eventual use in a floppy disk drive), or downloaded via the Internet or other computer network. Thus, the present invention may be implemented as a computer program product for use in a computer. In addition, although the various methods described are conveniently implemented in a general purpose computer selectively activated or reconfigured by software, one of ordinary skill in the art would also recognize that such methods may be carried out in hardware, in firmware, or in more specialized apparatus constructed to perform the required method steps.
While particular embodiments of the present invention have been shown and described, it will be obvious to those skilled in the art that, based upon the teachings herein, that changes and modifications may be made without departing from this invention and its broader aspects. Therefore, the appended claims are to encompass within their scope all such changes and modifications as are within the true spirit and scope of this invention. Furthermore, it is to be understood that the invention is solely defined by the appended claims. It will be understood by those with skill in the art that if a specific number of an introduced claim element is intended, such intent will be explicitly recited in the claim, and in the absence of such recitation no such limitation is present. For non-limiting example, as an aid to understanding, the following appended claims contain usage of the introductory phrases “at least one” and “one or more” to introduce claim elements. However, the use of such phrases should not be construed to imply that the introduction of a claim element by the indefinite articles “a” or “an” limits any particular claim containing such introduced claim element to inventions containing only one such element, even when the same claim includes the introductory phrases “one or more” or “at least one” and indefinite articles such as “a” or “an”; the same holds true for the use in the claims of definite articles.
Claims
1. A computer-implemented method comprising:
- receiving a role key that corresponds to a software package offering;
- identifying a user role that corresponds to the role key;
- retrieving a license template based upon the user role; and generating a customized license based upon the retrieved license template.
2. The method of claim 1 further comprising:
- presenting the customized license to a user;
- receiving an agreement from the user that agrees to terms that are included in the customized license;
- installing the package offering; and
- storing the customized license.
3. The method of claim 2 wherein the installing is adapted to disable one or more package offering features based upon the user role.
4. The method of claim 2 wherein the customized license generation occurs during the software package offering installation.
5. The method of claim 2 further comprising:
- removing a standard license agreement that corresponds to the software package offering; and
- including a pointer to the customized license during the package offering installation.
6. The method of claim 2 wherein the user role corresponds to an operating environment of the installed package offering.
7. The method of claim 1 wherein the package offering and the customized license generation are encapsulated and located on a single computer system.
8. A program product comprising:
- computer operable medium having computer readable code, the computer readable code being effective to:
- receive a role key that corresponds to a software package offering;
- identify a user role that corresponds to the role key;
- retrieve a license template based upon the user role; and
- generate a customized license based upon the retrieved license template.
9. The program product of claim 8 wherein the computer readable code is further effective to:
- present the customized license to a user;
- receive an agreement from the user that agrees to terms that are included in the customized license;
- install the package offering; and
- store the customized license.
10. The program product of claim 9 wherein the installing is adapted to disable one or more package offering features based upon the user role.
11. The program product of claim 9 wherein the customized license generation occurs during the software package offering installation.
12. The program product of claim 9 wherein the computer readable code is further effective to:
- remove a standard license agreement that corresponds to the software package offering; and
- include a pointer to the customized license during-the package offering installation.
13. The program product of claim 9 wherein the user role corresponds to an operating environment of the installed package offering.
14. The program product of claim 8 wherein the package offering and the customized license generation are encapsulated and located on a single computer system.
15. An information handling system comprising:
- one or more processors;
- a memory accessible by the processors;
- one or more nonvolatile storage devices accessible by the processors; and
- a license generation tool which generates customized licenses, the license generation tool being effective to: receive a role key from an installer that corresponds to a software package offering; identify a user role located in one of the nonvolatile storage devices that corresponds to the role key; retrieve a license template from one of the nonvolatile storage devices based upon the user role; and generate a customized license based upon the retrieved license template.
16. The information handling system of claim 15 wherein the license generation tool is further effective to:
- present the customized license to a user on a display;
- receive an agreement from the user over a local computer network that agrees to terms that are included in the customized license;
- install the package offering in one of the nonvolatile storage devices; and
- store the customized license in one of the nonvolatile storage devices.
17. The information handling system of claim 16 wherein the installing is adapted to disable one or more package offering features based upon the user role.
18. The information handling system of claim 16 wherein the customized license generation occurs during the software package offering installation.
19. The information handling system of claim 16 wherein the user role corresponds to an operating environment of the installed package offering.
20. The information handling system of claim 15 wherein the package offering and the customized license generation are encapsulated and located on a single computer system.
Type: Application
Filed: Feb 24, 2005
Publication Date: Sep 7, 2006
Inventors: Johanna Cook (Charlotte, NC), Erich Magee (Cary, NC), Hirenkumar Patel (Sanford, NC)
Application Number: 11/065,235
International Classification: G06Q 99/00 (20060101);